Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CREATIONS FINANCIAL AND INSURANCE SERVICES
EIN 47-5281782Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$549K assets
Welfare
0
Participants
9
5301 OFFICE PARK DRIVE, SUITE 210 - BAKERSFIELD, CA 93309661-864-7833
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $549K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CREATIONS FINANCIAL AND INSURANCE SERVICES CASH BALANCE PLAN
CashBalance
Assets$330K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CREATIONS FINANCIAL AND INSURANCE SERVICES 401(K) PLAN
401k
Assets$219K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CREATIONS FINANCIAL AND INSURANCE SERVICES CASH BALANCE PLAN | CashBalance | $330K | 3 | 2024 | |
| 001 | CREATIONS FINANCIAL AND INSURANCE SERVICES 401(K) PLAN | 401k | $219K | 6 | 2024 |
Retirement plans